Exact Synergy Enterprise

Overview of project planning

Menu path

Modules ? Projects ? Reports ? Search ? Projects

Introduction

This page allows you to view information on the project and the project members, and indicates the planning period in accordance with the start and end dates of the project. The date range can be adjusted although it will be set to the current month by default.

You will also be able to create, edit, and delete requests from within the planning board, search for employees to be added as project members to a selected project, and plan the hours for multiple or recurring days for project members. It is quite often that you need to assign one employee or more to a project and you need to check several different planning to see who is available. Professional services automation (PSA) uses selection options to show the capacity of all employees in one overview.

Note: There are two planning boards available for usage. The drag-and-drop planning board has been introduced in product update 250. To use this planning board, select the Use drag-and-drop planning check box under the General section of the project card. If this check box is not selected, the old planning board will be used.

Roles and rights

To view the Project planning page, function right 889 - Plan hours & expenses is required. By default, users with the Project administration, Hour planning, or Project planner role have this function right.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 251 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the project planning page of a project?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project card, under the Project monitor section and in the Execution column, click Planning.

How do I search for people for a project?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section and in the Execution column, click Planning.
5. On the Project planning page, define the relevant criteria in the Search for staff serving capacity overview section.
6. Click Refresh to display the person that meets the defined criteria in the planning board.

Keep in mind: You may add the person into the project by clicking the icon or remove that person from the planning board by clicking the icon.

How do I plan the hours for multiple days for a project member?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section and in the Execution column, click Planning.
5. On the Project planning page, click Plan multiple days.
6. On the Plan multiple days page, fill in the required information, and then click Save.

How do I create Hour planning & realization requests?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section and in the Execution column, click Planning.
5. On the Project planning page, in the planning board, click the arrow at the top-right corner of an individual cell.
6. Select Plan hours.
7. Fill in the required information, and then click Submit. For more information, see Creating and modifying requests.

Keep in mind: The arrow at the top-right corner of a cell will be available only if you are viewing the planning board using the Range, Month, or Week option.

How do I create Capacity planning & realization requests?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section and in the Execution column, click Planning.
5. On the Project planning page, in the planning board, click the arrow at the top-right corner of an individual cell.
6. Select Plan timeframe.
7. Fill in the required information, and then click Submit.

Keep in mind:

• The arrow at the top-right corner of a cell will be available only if you are viewing the planning board using the Range, Month, or Week option.
• Only project managers with assigned projects will be able to create this type of request.

How do I edit the details of requests in the planning board?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section and in the Execution column, click Planning.
5. On the Project planning page, in the planning board, mouse over the relevant cell containing the colored request box.
6. Click the   icon to edit the request. For more information, see Creating and modifying requests.

How do I delete requests from the planning board?

1. On the Projects: Search page, define the relevant criteria.
2. Click Show.
3. Select the required project by clicking the hyperlinked project code under the Project column.
4. On the selected project page, under the Project monitor section and in the Execution column, click Planning.
5. On the Project planning page, in the planning board, mouse over the relevant cell containing the colored request box.
6. Click the  icon to delete the request. A pop-up window with the message "Are you sure you want to delete this request?" will be displayed. Click OK.

Related documents

• Creating and modifying job groups
• Creating and modifying requests
• Creating and modifying search templates
• Defining Professional services automation settings
• Exact video library
• Overview of Professional services automation solution
• Overview of project planning via drag-and-drop planning board 
• Planning recurring days
• Planning timeframes
• Viewing project cards